See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,734 | $74,888-40.3% | $71,209-37.2% | $142,382-68.6% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 18.78% | 345.14%-326.4pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $770 | $2,854-73.0% | $2,721-71.7% | $4,299-82.1% |
| Participant deferral / active EE | $1,845 | $4,454-58.6% | $4,175-55.8% | $6,507-71.6% |
| Admin fee / account holder | $730 | $5,568-86.9% | $5,349-86.3% | $12,624-94.2% |